Best Investors Account Sign in
Inactive

Cole Andrew Stevens

Burkart & Stevens Wealth Management

San Luis Obispo, CA

Claim This Profile
Current Employers
Burkart & Stevens Wealth Management

11573 Los Osos Valley Road Suite B, San Luis Obispo, CA 93405 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-15
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

11573 Los Osos Valley Road Suite B, San Luis Obispo, CA 93405 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burkart & Associate San Luis Obispo CA 01/2008 Present
Hd Vest Investment Services San Luis Obispo CA 01/2014 Present
H.D. Vest Advisory Services San Luis Obispo CA 05/2014 Present
Burkart & Stevens Wealth Management 694 Santa Rosa Street CA 11/2016 Present
  • 01/2008 → Present
    Burkart & Associate
    San Luis Obispo, CA
  • 01/2014 → Present
    Hd Vest Investment Services
    San Luis Obispo, CA
  • 05/2014 → Present
    H.D. Vest Advisory Services
    San Luis Obispo, CA
  • 11/2016 → Present
    Burkart & Stevens Wealth Management
    694 Santa Rosa Street, CA
Previous Registrations
  • 2014-05-05 → 2016-11-25
    Avantax Advisory Services
    San Luis Obispo, CA
  • 2013-10-29 → 2014-01-23
    Ameriprise Financial Services, Llc
    San Luis Obispo, CA
    San Luis Obispo, CA
Other Businesses

BURKART & STEVENS, AN ACCOUNTANCY CORPORATION~11573 LOS OSOS VALLEY ROAD, SUITE B~ ~SAN LUIS OBISPO~CA~93405~TAX PREPARATION/ACCOUNTING~PRESIDENT~7/2016~160HRS~65HRS~PROVIDES ACCOUNTING, TAX PREPARATION AND PAYROLL SERVICES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-19
  • S66 Uniform Combined State Law Examination
    2013-10-19

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CORVUS WEALTH ADVISORS LLC
PEAK WEALTH ADVISORS, INC.
CREW WEALTH MANAGEMENT

Other Investors

JAY MICHAEL DOUGLAS
RALPH MICHAELS SLOCUM
TRINA JACQLEEN CISNEROS
MATT TAPANI KOKKONEN
James Ralph Haack
Joel Martin Dunbar
TODD ALAN THOMAS
CAROLYN JANE HERZOG

Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA
EDWARD JONES · SAN LUIS OBISPO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA
CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA
PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA
CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

More in San Luis Obispo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor